Certified Financial Planner professional

1 week ago

Hamilton, Ontario, Canada Educators Financial Group Full time

Who We Are

Owned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's financial specialist – supporting our clients on their financial journey and empowering them to reach their goals.

What We Offer

We're proud to be recognized as one of the 2024 Best Workplaces in the Financial Services and Insurance sector.

Candidates can expect to work in a highly collaborative and supportive work environment with focus on professional growth and development opportunities. This is a salaried position with an annual short-term incentive plan bonus, strong benefits package and competitive pension plan. Tools, technology, and travel expenses required for the role will also be provided.

Benefits package includes:

  • Health Benefits Plan, including Extended Health, Dental & Vision coverage, Basic Life Insurance, Short-Term and Long-Term Disability Benefits and Employee Assistance Programs. Premiums are paid by the company, with the exception of LTD premium.
  • Defined benefit pension plan, with the company's contribution ranging from 6% to 8% to provide employees with a predictable lifetime retirement income, survivor benefits, early retirement options.
  • Remote work environment.
  • 3 weeks of paid vacation and other leave entitlements.
  • Learning and development support to aid professional growth.
  • Experienced leaders to coach and empower employees and supportive colleagues to help when needed.
  • Employee-led committees to boost engagement, initiative and idea sharing.
  • A Community Care program to make a difference in the lives of people in need.
  • Team building activities and optional social events.

About the Role

As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our company and our services within the education community, increase investments from existing clients within your assigned territory and work closely with our lending team within the territory.

This role may be for you if:

  • You enjoy developing relationships. You don't hesitate to connect with others, can build an authentic network, and are skilled at identifying centers of influence.
  • You understand financial planning and can clearly communicate the merits of a sound financial plan and make client-focused, value-added recommendations for products and services.
  • You are a strong sales professional who can respond to changing market conditions and adjust sales activities in order to maintain a consistent sales pipeline and achieve sales targets.
  • You have a genuine desire to improve the financial outcomes of your clients and have experience successfully advising on product offerings including investments, retirement planning, cash flow management, tax planning, and estate planning.

This is a mobile position with the flexibility to manage your own schedule. It is best suited for a self-motivated, self-managed individual with significant initiative and drive. This role involves travelling and using own vehicle to meet with clients.

Qualifications

  • Current CFP (Certified Financial Planner) designation holder, approved to be registered with a CIRO firm in the province of Ontario.
  • Strong candidates holding the PFP (Personal Financial Planner) or CIM (Chartered Investment Manager) designation and working towards the CFP designation may be considered for Senior Financial Advisor role.
  • 7-10 years of financial services experience, including direct investment sales experience.
  • Proven experience in developing and delivering holistic and tailored financial plans to clients.
  • Strong interpersonal skills in managing client partnerships, proven ability to engage and nurture long-term relationships.
  • Proficient verbal and written communication skills. Proficiency in French would be an asset.
  • Advanced computer literacy (MS Office suite) and strong numerical aptitude.
  • Skilled at self-directed work, maintaining high standards of accuracy and timeliness while handling multiple priorities.

Selection Process

We are committed to fostering an inclusive workforce that reflects the diversity of our clients and communities. We actively seek and welcome applications from all qualified candidates who are inspired to deliver top-notch customer service and contribute to our company's success.

We strive to ensure that all recruiting and selection processes are non-discriminatory and barrier-free. If you are selected for an interview and require accommodation, or if you require accommodation with respect to our materials or procedures at any time during the selection process, please notify us at careers@educatorsfinancialgroup.ca to ensure appropriate arrangements are made.

We value the participation of diverse talent with various backgrounds and experiences. While voluntary, we encourage and welcome all candidates to self-identify during the application process.

Following receipt of your application, our Human Resources team will conduct a review typically lasting 5 to 7 business days. This process may be slightly longer depending on the number of applicants. Pre-screened applicants will then be contacted to coordinate the following:

  1. Interview with our Human Resources Team (up to 1 hour)
  2. Interview with our Hiring Team (1 hour)
  3. Interview with our Executive Leadership Team Member (1 hour)
#J-18808-Ljbffr

  • Certified Financial Planner professional

    2 weeks ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    Who We AreOwned by the Ontario Secondary School Teachers' Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community's financial...

  • Certified Financial Services Professional

    2 weeks ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About UsEducators Financial Group is a dynamic organization that values diversity and inclusion. We strive to create a workplace culture that reflects the diverse backgrounds and experiences of our clients and communities.With a strong commitment to innovation and excellence, we continue to evolve and adapt to the changing needs of our clients. Our team of...

  • Salaried Certified Financial Planner Role

    7 hours ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About Our CompanyEducators Financial Group has been a trusted provider of financial planning and investment services to the education community since 1975.Job DescriptionThis salaried role is ideal for a self-motivated and experienced Certified Financial Planner looking to join a dynamic team and make a meaningful impact on the lives of our...

  • Certified Financial Planning Expert

    5 days ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About the RoleWe are seeking a Certified Financial Planner professional to join our team. As a key member, you will develop networks to grow our client base, raise awareness of our company and our services within the education community, increase investments from existing clients within your assigned territory, and work closely with our lending team within...

  • Financial Planner

    2 days ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Requisition ID: 210899Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under Scotia Financial Planning (formerly known as 'Investment Specialist' under the Mobile Advice Team).As an Financial...

  • Education Sector Financial Advisor

    2 weeks ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About UsWe are Educators Financial Group, a proud partner of the Ontario Secondary School Teachers' Federation (OSSTF). For over 45 years, we have been dedicated to providing financial planning and investment services exclusively to education members and their families.We take pride in being recognized as one of the 2024 Best Workplaces in the Financial...

  • Expert Financial Consultant

    7 days ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About UsAt Educators Financial Group, we pride ourselves on being the education community's financial specialist. With a rich history dating back to 1975, we have established ourselves as a trusted partner in helping our clients achieve their financial goals.We are committed to fostering an inclusive workforce that reflects the diversity of our clients and...

  • Investment Advisor Professional

    2 weeks ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About the RoleThis position is ideal for a self-motivated individual with strong interpersonal skills and a genuine desire to improve the financial outcomes of clients. As a Certified Financial Planner professional, you will develop networks to grow our client base, raise awareness of our company and services within the education community, and work closely...

  • Senior Financial Advisor

    2 days ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    OverviewEducators Financial Group is a leading financial services provider catering exclusively to the education community. With a rich history dating back to 1975, we have established ourselves as the go-to specialists for all financial planning and investment needs.We are committed to fostering an inclusive workforce that mirrors the diversity of our...

  • Senior Financial Planning Consultant

    3 hours ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About Our TeamEducators Financial Group is committed to fostering an inclusive workforce that reflects the diversity of our clients and communities.Job SummaryThis salaried role offers a unique opportunity for a seasoned Certified Financial Planner to join our team and contribute to our mission of helping clients achieve their financial...

  • Top Financial Services Advisor

    12 hours ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About UsEducators Financial Group, a leading provider of financial planning and investment services, is seeking a seasoned Certified Financial Planner to join our team.Job OverviewThis salaried position offers a unique opportunity for a self-motivated individual to develop their network, grow our client base, and provide expert financial advice to clients in...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada BMO Financial Full time

    Application Deadline:03/27/2025Address:1332 South Service Road Job Family Group:Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement...

  • Financial Planner

    4 weeks ago

    Hamilton, Ontario, Canada BMO Financial Full time

    Application Deadline: 03/27/2025 Address: 1332 South Service Road Job Family Group: Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement...

  • Financial Planning Expert

    2 weeks ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About UsEducators Financial Group is a leading provider of financial planning and investment services to education members and their families. With a strong history dating back to 1975, we have established ourselves as the education community's trusted financial specialist.We are committed to delivering top-notch customer service and contributing to the...

  • Financial Planning Expert

    1 week ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    Company OverviewEducators Financial Group is a trusted financial specialist for the education community, offering a wide range of products and services since 1975. Our strong history has enabled us to build long-lasting relationships with our clients and provide personalized support on their financial journey.Salary and BenefitsWe offer a competitive salary...

  • Certified Financial Services Professional

    2 days ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    About UsEducators Financial Group has been serving the education community since 1975. As the financial specialist for this sector, we offer a wide range of investing and lending products and services tailored to meet the unique needs of our members and their families.Our commitment to excellence and customer satisfaction has earned us recognition as one of...

  • Retirement Income Strategist

    1 week ago

    Hamilton, Ontario, Canada Educators Financial Group Full time

    Our TeamWe are a collaborative and supportive team that values diversity and inclusion. Our employees are passionate about making a difference in the lives of our clients and contributing to the success of our company. As a certified financial planner professional, you will have the opportunity to join our team and make a real impact.Job DetailsThis is a...

  • Financial Professional

    1 day ago

    Hamilton, Ontario, Canada Elby Professional Recruitment Full time

    **Elby Professional Recruitment Presents: A Financial Opportunity**We have partnered with a leading Construction company to find a highly skilled Staff Accountant to join their team.The ideal candidate will possess 2+ years of full cycle accounting experience and be available to start immediately.About the Role:Full cycle accounting including accounts...

  • Financial Planner

    3 weeks ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and...

  • Financial Planner

    2 weeks ago

    Hamilton, Ontario, Canada Scotiabank Full time

    Requisition ID: #Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the roleAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...